iShares S&P 500 Value Index shares owned by LMG Wealth Partners
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by LMG Wealth Partners
from 13F filings
Historical chart of LMG Wealth Partners investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by LMG Wealth Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 500 Value Index by LMG Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.3M | 45k | 206.51 |
| 2025-06-30 | $8.7M | 45k | 195.42 |
| 2025-03-31 | $8.5M | 45k | 190.58 |
| 2024-12-31 | $8.7M | 45k | 190.88 |
| 2024-09-30 | $8.9M | 45k | 197.17 |
| 2024-06-30 | $8.2M | 45k | 182.01 |
| 2024-03-31 | $8.3M | 45k | 186.81 |
| 2023-12-31 | $7.8M | 45k | 173.89 |
| 2023-09-30 | $6.9M | 45k | 153.84 |
| 2023-06-30 | $7.1M | 44k | 161.19 |
| 2023-03-31 | $6.7M | 44k | 151.76 |
| 2022-12-31 | $6.6M | 43k | 152.62 |